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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| CT | RA | APPROVED | 2025-11-21 |
Branch Locations
1500 Main Street 19Th Floor, Springfield, MA 01115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 06/2014 | 04/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2019 |
| Morgan Stanley | Springfield | MA | 09/2025 | Present |
| Tipalti Solutions Ltd. | Foster City | CA | 05/2019 | 08/2021 |
| Coupa Software Incorporated | Foster City | CA | 08/2021 | 05/2025 |
| Homemaker | Mountain View | CA | 06/2025 | 09/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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